Loan Processor/Loan Assistant Seminar

In-Person Gail Queen

    Virginia Bankers Association
    4490 Cox Road
    Glen Allen, VA 23060

    ALERT: Given concerns raised by the coronavirus, the Loan Processor/Loan Assistant Seminar, scheduled on April 28, 2020, has been postponed to August 25, 2020.  Registration for this event will open on Tuesday, March 18th.  Please contact Gail Queen with any questions.  Updated information provided via the VBA Hotline (804) 819-4739.

    This seminar is designed to increase the lending knowledge and administrative effectiveness of one of the most important positions in a community bank’s lending staff – the loan assistant/loan processor.  All the objectives of this program are directed at increasing the performance effectiveness of these individuals. 

      Register Now!

      Agenda & Speakers

      In his banking career which spans 40 years, John Cochran has served in various lending and senior management positions including President and CEO of a community bank.  John established Cochran Associates LLC in 2000 to provide lender training and loan review and consulting services.  He has done extensive consulting with the boards of directors of troubled financial institutions.

      To date, he has presented lending seminars for many state bank associations and annually participates in several commercial lending schools as a principal instructor or sole presenter.  John was also on the faculty of the Pacific Coast Banking School where he presented a series of lectures on Credit Risk Management.  When their schedules permit, John and his wife Pam, enjoy camping, canoeing and fly fishing Missouri’s trout streams.

      Topics 

      The topics below will address two basic questions: Given the applicant’s loan request, (1) What specific loan documentation will be required; and (2) What “fair lending” compliance requirements must be considered? 

      • The loan assistant’s primary role in loan origination and bank profitability  
      • The loan assistant’s role in developing and maintaining effective, working partnerships with lenders  
      • The loan assistant’s role in compliance with federal lending regulations, including a discussion on the Truth in-Lending/RESPA disclosures  
      • A review of the primary loan documentation for consumer, residential and small business loans  
      • A variety of lending resources to increase the lending knowledge of loan assistants 

      Lending Resources will include:

      • Lending risk management and regulatory websites  
      • Sample loan documentation  
      • Sample loan policy narrative  
      • Sample credit administration guidelines  
      • Sample loan underwriting guidelines and documentation procedures  
      • Sample loan closing checklists  
      • Sample post-closing loan review format 

      Registration Fees

      VBA Members

      Date Price
      Through July 13, 2020 $495
      July 14 – August 3, 2020 $525
      August 4 – August 25, 2020 $555

      Non-Members

      Date Price
      Through July 13, 2020 $995
      July 14 – August 3, 2020 $1,025
      August 4 – August 25, 2020 $1,055

      Cancellation Policy

      All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.

      Special Needs & Americans with Disabilities Notice

      If you have special needs that may affect your participation in this event, please contact Gail Queen to discuss accommodations.

      Inclement Weather

      In case of inclement weather, please check the VBA Event Hotline for updates on the status of VBA events.

      Hotline Number (804) 819-4739

      Hotel Information

      More information coming soon!

      Sponsors

      View sponsorship and exhibiting opportunities here. Contact Amy Binns at 804-819-4726 for more information.